Calamos Evolving World Growth Fund outperformed the MSCI Emerging Markets Index for the quarter and YTD. We built exposure to attractive businesses by investing in convertible structures that are less volatile than their underlying equities while participating in the stock market’s upside.
Read PostCalamos International Growth Fund’s returns exceeded the MSCI ACWI ex-USA Index for the quarter and YTD. Find out how key positioning themes within Japan, industrials, and India contributed to the fund’s strong showing.
Read PostOur team’s investment framework incorporates top-down elements to help guide our bottom-up research. Through a thematic lens, we pay close attention to macroeconomic conditions to understand the global environment and identify potential inflection points. For example, our approach to AI focuses on the entire ecosystem, including industrials and technology companies.
Read PostOverseas markets have typically experienced their strongest relative performance during periods of US dollar weakness. The Calamos global investment team believes we are in the early innings of a weak-dollar cycle. Moreover, many overseas economies are in the earlier stages of their reopening cycles, and a plethora of economic reforms are providing support in emerging markets.
Read PostThe end of a Fed tightening regime has been a key turning point for non-US equities. Our global equity team sees a re-energized backdrop for global equities and strengthening tailwinds for Calamos Global Opportunities Fund.
Read PostIn this adaptation from our recent commentary, “3Q 2023 Global Investment Theme Spotlight,” we highlight important investment ideas based on India’s pro-growth policies, promising obesity treatments, China’s electric vehicle industry, and energy trends.
Read PostWe remain optimistic about global equities and maintain a preference for non-US exposure, including emerging markets.
Read PostThe Calamos Global Equity Team discuss the opportunities of ASEAN reopening, nearshoring and friendshoring. They also explain why the fundamentals of emerging market banks may make them more stable than banks in developed markets.
Read PostBig Tech layoffs are creating ripple effects that may benefit companies around the world, including in emerging markets. Senior Research Analyst Alex Wolf explores the implications of loosening labor markets for international tech firms.
Read PostThe Calamos investment teams are finding cause for cautious optimism as inflationary headwinds weaken. Macro themes and valuations will remain important in 2023, but we anticipate markets to expand their focus on company fundamentals, providing a tailwind for our research-driven approaches.
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